$4.68 Billion is the total value of Altimeter Capital Management's 17 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INCcl a | $2,889,625 | +22.2% | 17,001,796 | 0.0% | 61.79% | +14.4% | |
| UBER | UBER TECHNOLOGIES INC | $412,806 | +29.5% | 15,577,600 | 0.0% | 8.83% | +21.2% | |
| MSFT | Sell | MICROSOFT CORP | $357,067 | -21.1% | 1,533,135 | -13.0% | 7.64% | -26.2% |
| CFLT | Sell | CONFLUENT INC | $326,037 | -3.0% | 13,716,310 | -5.1% | 6.97% | -9.2% |
| FB | Sell | META PLATFORMS INCcl a | $318,438 | -19.7% | 2,346,976 | -4.5% | 6.81% | -24.8% |
| RBLX | ROBLOX CORPcl a | $102,144 | +9.1% | 2,850,000 | 0.0% | 2.18% | +2.1% | |
| OPEN | Sell | OPENDOOR TECHNOLOGIES INC | $74,876 | -40.5% | 24,076,000 | -9.9% | 1.60% | -44.3% |
| PDD | New | PINDUODUO INCsponsored ads | $68,838 | – | 1,100,000 | +100.0% | 1.47% | – |
| TSLA | New | TESLA INC | $45,888 | – | 173,000 | +100.0% | 0.98% | – |
| Sell | GITLAB INC | $31,306 | -38.7% | 611,206 | -36.4% | 0.67% | -42.7% | |
| MDB | Sell | MONGODB INCcl a | $18,389 | -73.5% | 92,610 | -65.4% | 0.39% | -75.3% |
| OKTA | OKTA INCcl a | $14,218 | -37.1% | 250,000 | 0.0% | 0.30% | -41.1% | |
| AGC | Sell | GRAB HOLDINGS LIMITEDclass a ord | $7,140 | -94.5% | 2,714,995 | -94.7% | 0.15% | -94.8% |
| ME | 23ANDME HOLDING CO | $4,725 | +15.3% | 1,652,021 | 0.0% | 0.10% | +7.4% | |
| PATH | UIPATH INCcl a | $3,037 | -30.7% | 240,864 | 0.0% | 0.06% | -35.0% | |
| AGCWW | GRAB HOLDINGS LIMITEDw exp 12/1/202 | $1,751 | +17.7% | 3,502,000 | 0.0% | 0.04% | +8.8% | |
| Exit | HASHICORP INC | $0 | – | -225,000 | -100.0% | -0.15% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- Mara Davis — CCO
- Altimeter Capital Management holdings (13F-HR)
- Altimeter Capital Management significant holdings (13D/G)
- Altimeter Capital Management ownership history
- Altimeter Capital Management portfolio value
- Altimeter Capital Management insiders transactions
- Altimeter Capital Management filings
- Similar filers BETA
Compare quarterly holdings
Export Altimeter Capital Management's holdings